Financial Guidance
for Your Business
& Family

For over 35 years, Bernath & Rosenberg has helped business owners & families answer all the financial questions they face each day.

Discover The
Bernath and Rosenberg Difference

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who we serve

At Bernath & Rosenberg, we share a common mission – to help you in achieving your goals. Whether you’re embarking on your financial journey, planning for retirement, or savoring your golden years, our dedicated team is here to support you.

BUSINESS OWNERS AND EXECUTIVES

I want to help my business continue to thrive, while also planning for retirement and succession.

Pre Retirees

I want to protect the wealth I’ve acquired and put it to work for me so I can continue to grow my assets.

Retirees

I’m already retired and want to make sure my legacy is protected (and I don’t run out of money anytime soon).

Private Client

I’m a high-income earner with complex needs that require sophisticated, specialized solutions.

Not-for profit

I have a not-for-profit organization and need help navigating its complexities, from fundraising challenges to regulatory compliance.

Our services

Your success is our priority. We offer a comprehensive range of services to cater to all your accounting, tax, and wealth management needs.

Accounting & tax

Request an Appointment

We’ll discuss your situation, goals, and needs. Our dedicated advisor will then assist you in achieving true wealth through expert accounting, wealth management, and/or tax guidance.
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